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Prio Wealth Limited Partnership’s BP BP Stock Holding History

Prio Wealth Limited Partnership’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,326
Closed -$202K – 259
2019
Q3 		$202K Sell
5,326
-85
-2% -$3.24K 0.01% 250
2019
Q2 		$221K Buy
5,411
+4
+0.1% +$168 0.01% 231
2019
Q1 		$232K Sell
5,407
-75
-1% -$3.07K 0.01% 224
2018
Q4 		$201K Sell
5,482
-78
-1% -$3.11K 0.01% 216
2018
Q3 		$244K Sell
5,560
-1,419
-20% -$59.3K 0.01% 220
2018
Q2 		$299K Sell
6,979
-86
-1% -$3.61K 0.01% 197
2018
Q1 		$266K Sell
7,065
-104
-1% -$3.92K 0.01% 207
2017
Q4 		$275K Sell
7,169
-214
-3% -$7.75K 0.01% 205
2017
Q3 		$255K Buy
7,383
+145
+2% +$4.61K 0.01% 213
2017
Q2 		$222K Buy
7,238
+261
+4% +$8.12K 0.01% 229
2017
Q1 		$210K Sell
6,977
-125
-2% -$3.8K 0.01% 232
2016
Q4 		$227K Sell
7,102
-1,317
-16% -$39.6K 0.01% 228
2016
Q3 		$249K Hold
8,419
– – 0.01% 223
2016
Q2 		$251K Sell
8,419
-1,427
-14% -$38.4K 0.01% 225
2016
Q1 		$250K Buy
9,846
+357
+4% +$9.01K 0.01% 225
2015
Q4 		$249K Hold
9,489
– – 0.01% 224
2015
Q3 		$243K Hold
9,489
– – 0.01% 230
2015
Q2 		$319K Sell
9,489
-133
-1% -$4.66K 0.02% 213
2015
Q1 		$312K Hold
9,622
– – 0.02% 212
2014
Q4 		$304K Sell
9,622
-224
-2% -$7.53K 0.02% 211
2014
Q3 		$353K Hold
9,846
– – 0.02% 200
2014
Q2 		$424K Sell
9,846
-646
-6% -$26.6K 0.02% 185
2014
Q1 		$412K Hold
10,492
– – 0.02% 189
2013
Q4 		$417K Buy
10,492
+646
+7% +$24.1K 0.02% 188
2013
Q3 		$338K Hold
9,846
– – 0.02% 201
2013
Q2 		$336K Buy
+9,846
New +$343K 0.02% 193

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prio Wealth Limited Partnership's BP Position: Q4 2019 in Review

Prio Wealth Limited Partnership sold out of BP (BP) in Q4 2019, closing a stake of 5,326 shares — an estimated $202K sold.

Prio Wealth Limited Partnership first reported a position in BP in Q2 2013 and held it in 26 quarters. The position peaked at $424K in Q2 2014. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

  • Prio Wealth Limited Partnership reported no remaining BP position as of Q4 2019 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 5,326 BP shares in Q4 2019, an estimated $202K.
  • Prio Wealth Limited Partnership first reported a position in BP in Q2 2013 and held it in 26 quarters.
  • Prio Wealth Limited Partnership's BP position peaked at $424K in Q2 2014.
  • 1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2019, filed 10 Feb 2020.